Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding IShares Core U.S. Aggregate Bond ETF iShares 0 in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LEISURE SPORTS, INC. LEISURE SPORTS, INC. 401(K) PLAN | PLEASANTON CA | 172 | $20.5M | $414K |
| 2 | URBAN ENGINEERING AND ASSOCIATES, INC. URBAN ENGINEERING & ASSOCIATES, INC. 401(K) | ANNANDALE VA | 109 | $13.2M | $384K |
| 3 | RECORDATI RARE DISEASES, INC. RECORDATI RARE DISEASES 401(K) PLAN |
LEBANON NJ |
| 224 |
| $23.7M |
| $274K |
| 4 | DEWINTER GROUP, LLC THE DEWINTER GROUP 401(K) PLAN | CAMPBELL CA | 414 | $23.3M | $170K |
| 5 | HARBINGER GROUP, LLC HARBINGER 401(K) PLAN AND TRUST | GONZALES CA | 437 | $8.7M | $119K |
| 6 | COLEMAN OIL COMPANY, LLC COLEMAN OIL COMPANY 401(K) PLAN | LEWISTON ID | 290 | $13.0M | $27K |
| 7 | TRIBRIDGE RESIDENTIAL, LLC TRIBRIDGE RESIDENTIAL 401(K) PLAN | ATLANTA GA | 205 | $9.9M | $8K |
| 8 | KW PROPERTY MANAGEMENT LLC KW PROPERTY MANAGEM LLC 401(K) PROFIT SHARING PLAN & TRU | MIAMI FL | 1,922 | $25.3M | $2K |
